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The Bishop Gray Inns Foundation

 

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The Bishop Gray Inns Foundation provides financial resources to enable those of us who have been exceptionally blessed with plenty to help provide for the physical, emotional and religious needs of the individuals it serves.


Scholarship Program Guidelines

Purpose

The Bishop Gray Inns Foundation Scholarship Program is intended to help elderly Episcopalians from the Southeast, Southwest, and Central Dioceses of Florida, who have faithfully served their parish or diocese, obtain quality housing and healthcare.  The scholarship funds are to be used only for those who can demonstrate a financial need.

 Applicant Requirements

To be eligible for the Bishop Gray Inns scholarship program an individual must:

  • Be age 62 or older

  • Be an Episcopalian in good standing with a history of involvement in the life of an Episcopal church in the Southeast, Southwest, or Central Diocese of Florida

  • Have very limited assets (funds designated for burial purposes are excluded)

  • Have a referral from a clergy member of the individual’s parish describing the amount of involvement the individual has had in the parish or diocese

  • Have a net income (after paying medical expenses) of less than the monthly fee required

  • Have Medicare and a Medicare Supplemental Insurance (if don’t qualify for Medicaid)

  • Apply for Community Medicaid

For those residents who are receiving scholarships, a periodic assessment will be made by the C.A.R.E.S. team of the Medicaid program to determine when the resident meets nursing home Medicaid requirements. 

In the event Medicaid eligibility for the Institutional Care Program (ICP) is established, scholarship support will no longer be necessary and will be discontinued.  If previously undisclosed assets are discovered during the Medicaid application process, all funds distributed during the scholarship period must be refunded to the Bishop Gray Inns Foundation.

We encourage the scholarship applicant to consider requesting that their parish pay a monthly stipend of at least $100.00 to be used toward their incidental needs, and to commit to periodic visits to the scholarship recipient by members of the sponsoring church.

 Facility Requirements

To be an eligible retirement facility for participation in the Bishop Gray Inns Foundation scholarship program, the facility must:

  • Have rental apartments available (requiring no entrance fee)

  • Have a reasonably priced monthly fee which includes 3 meals/day (if meals are provided)

  • Be in good standing with the Florida Department of Financial Services or the Agency for Health Care Administration,  holding a valid license if skilled nursing, assisted living, or home health care is provided

 Personal Allowance

A monthly personal allowance of up to $100 will be allocated to be used for incidental needs and may vary proportionate to the amount of any direct financial support contributed from other sources such as family, friends, or the individual’s church or other organization. 

Upon discontinuation of scholarship funds, due to death or Medicaid ICP eligibility, any remaining funds must be refunded to the Bishop Gray Inns Foundation, except for designated burial funds.

 Deposit

Any required deposits shall be paid by the Bishop Gray Inns Foundation, and must be refunded to the Foundation when the scholarship is discontinued.

Asset Exclusions

Homestead Property:  Property is not counted as an asset if either the individual’s spouse or dependent relative are living in the home, or if the individual intends to return home.

Burial Funds:  Up to $2,500 of an individual’s countable assets may be excluded if designated as a burial fund (a pre-paid burial contract is preferred).

 Right to Appeal

Any person who applies for or receives scholarship assistance may appeal any decision made on the application or any termination of benefits if he or she believes the action was incorrect or unfair.  The appeal must be made in writing and should be addressed to the Bishop Gray Inns Foundation.

 Responsibility of Applicants and Recipients

Applicants must accurately report all income, resources, and other facts that could affect their eligibility for scholarship.  Applicants and recipients must immediately report any changes in their situation that might affect their eligibility or the amount of the scholarship.

 Confidentiality

The records of applicants and of those people receiving scholarships will be kept confidential, except for the purpose of administering the program.

 Services Covered by the Scholarship

  • Room and Board (3 meals per day) if facility provides meals

  • Medical Expenses up to $10,000 per year

  • Health Insurance Premiums

  • Assisted Living up to $10,000 per year (if applicant demonstrates a need for it)

Note:  An application for Medicaid must be made before AL costs will be considered

 Assisted Living Services

Assisted Living services consist of personal and individualized assistance given to residents who require it.  The services range from medication monitoring to assistance with dressing, bathing, laundry, and transportation around the facility by wheelchair if needed.  Applicants needing these services will be required to apply for Medicaid benefits before they will be considered.

 Transfer of Assets

The transfer of an asset (for less than the fair market value) by the individual, spouse, or legal representative within 36 months of application may cause ineligibility.  The period of ineligibility will vary depending on the value of the transferred asset but cannot exceed 36 months.  The applicant/recipient may transfer his homestead to one of the following relatives:

  • Spouse

  • Blind or disabled child, to be used as his/her primary residence

  • Sibling who has equity interest in the home and has resided there at least one year prior to the applicant’s admission

  • Son or daughter who was residing in the home for at least two years immediately before application was made and who provided care that delayed the application process

The scholarship recipient may transfer any resource to his/ her spouse or blind or disabled adult child.

 Payment to Facility

All of the scholarship recipient’s monthly income, less the $100 personal allowance and the monthly premium owed for health insurance, must be paid to the facility toward the monthly fee.  In certain situations, part of the individual’s income may be set aside for the spouse or dependents.

 Medicaid

If applicant is not yet on Medicaid and meets the income and asset requirements to be eligible, an application must be made to the appropriate office of the Department of Children and Families in order to determine if applicant is eligible to receive any Medicaid benefits, including Community Medicaid.

 Scholarship Renewal

At the end of each calendar year, the scholarship recipient must provide all updated financial information for the coming year in order to have his/her scholarship renewed.

Scholarships are approved for a time period of one year only, and must be reviewed and renewed annually. 

The Board of Trustees reserves the right to discontinue scholarship assistance if it is determined that the individual no longer meets the requirements for eligibility.

 Where to Apply

To apply for the Bishop Gray Inns Foundation Scholarship Program, please contact Ginger Van Valkenburgh, Executive Director, Bishop Gray Inns Foundation, at the following address:

Tel:  407-644-9866

Fax:  267-295-8679

 E-mail:  GVANVALKENBURGH@EARTHLINK.NET